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Livermore
Livermore
ZHEN

Beacon Financial Advisory LLC

SEC CIK
0001800502
Latest filing
Aug 5, 2026

MCD holding history

McDonalds Corp in every 13F filed by Beacon Financial Advisory LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCD overviewAll 13F holders of MCDFull Q2 2026 holdings

Shares (Q2 2026)
7,017
Value
$1.90M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of MCD by Beacon Financial Advisory LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,017$1.90M0.4%−161−2.2%ReducedHolders
Q1 20267,178$2.23M0.5%−398−5.3%ReducedHolders
Q4 20257,576$2.32M0.5%−143−1.9%ReducedHolders
Q3 20257,719$2.35M0.5%+489+6.8%AddedHolders
Q2 20257,230$2.11M0.5%+169+2.4%AddedHolders
Q1 20257,061$2.21M0.7%−110−1.5%ReducedHolders
Q4 20247,171$2.08M0.7%−4−0.1%ReducedHolders
Q3 20247,175$2.18M0.7%−424−5.6%ReducedHolders
Q2 20247,599$1.94M0.7%+2,070+37.4%AddedHolders
Q1 20245,529$1.56M0.8%−325−5.6%ReducedHolders
Q4 20235,854$1.74M0.8%−64−1.1%ReducedHolders
Q3 20235,918$1.56M0.9%−41−0.7%ReducedHolders
Q2 20235,959$1.78M1.0%+108+1.8%AddedHolders
Q1 20235,851$1.64M1.0%−163−2.7%ReducedHolders
Q4 20226,014$1.58M1.1%−227−3.6%ReducedHolders
Q3 20226,241$1.44M1.0%−450−6.7%ReducedHolders
Q2 20226,691$1.65M0.9%+4+0.1%AddedHolders
Q1 20226,687$1.65M0.8%+10.0%AddedHolders
Q4 20216,686$1.79M0.8%+4,211+170.1%AddedHolders
Q3 20212,475$597.0K0.3%+11+0.4%AddedHolders
Q2 20212,464$569.0K0.3%00.0%UnchangedHolders
Q1 20212,464$552.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.